Family Wealth Partners, LLC

Family Wealth Partners serves individuals, high‑net‑worth individuals, business entities, charitable organizations, and pension/profit‑sharing plans with discretionary investment management, standalone financial planning, pension consulting, and estate plan coordination using a third‑party digital estate‑planning platform. The firm also provides selection and oversight of third‑party investment managers and offers family‑office coaching to certain high‑net‑worth clients.

The adviser manages only discretionary assets (approximately $392 million as of December 31, 2025) and applies a mix of fundamental analysis, modern portfolio theory, and both long‑ and short‑term strategies while incorporating ESG considerations where appropriate. Portfolios may include traditional equities and fixed income alongside a wide range of alternative and complex instruments — for example, PIPEs, structured products, leveraged ETFs, derivatives, real estate vehicles, limited partnerships, and digital assets — with trading conducted under client‑agreed discretion.

Distinctive features include a recent founding (2022) combined with growth to a six‑advisor team overseeing substantial discretionary assets and an explicit ERISA fiduciary role when advising retirement plans. The brochure discloses arrangements that are less common among peers — a principal’s licensed insurance activities that may generate commissions and formal referral/promoter relationships (including participation in the Dave Ramsey SmartVestor Pro program) — and describes policies the firm uses to address those potential conflicts.